Vice President, Institutional Client Solutions
Core
Lead client engagement and asset growth for institutional investors, consultants, and platform partners in listed derivatives and options overlay strategies.
Role type
Senior IC Vice President, Institutional Client Solutions
Builds
Institutional client relationships, asset growth, and portfolio management services for asset owners and platforms
Domain
Asset Management / Listed Derivatives / Options Overlay
Deliverable
production ML models | product features | dashboards & analysis | client delivery
Required skills
Institutional client relationship management, asset growth strategy, portfolio construction, investment analysis, RFP/DDQ management, stakeholder influence, commercial instincts
Preferred skills
Experience with OCIOs/pension plans/endowments, derivatives/overlay strategies, portfolio analytics, team mentoring, Python/SQL/Power BI
Technologies
Python, SQL, Power BI, Excel
Responsibilities
Drive asset growth and retention for assigned institutional relationships; Own day-to-day client relationships and lead review meetings; Serve as subject matter expert on SRA strategies and investment commentary; Manage diligence requests and new business onboarding; Mentor junior team members as the function scales
Seniority
Senior, hands-on IC with supervisory potential
